Financial Advisor at Morningstar, Orlando, Florida

Company Overview: Morningstar is a renowned financial services firm specializing in investment research, data, and analysis. With a global presence, Morningstar is committed to empowering individuals and institutions to make informed investment decisions to reach their financial goals. As a Financial Advisor at Morningstar in Orlando, Florida, you will have the opportunity to work with a diverse clientele and provide tailored financial guidance. Key Responsibilities For Financial Advisor: - Conduct comprehensive financial assessments to understand clients' goals, risk tolerance, and financial situation - Develop personalized financial plans encompassing investments, retirement planning, tax strategies, and estate planning - Provide ongoing portfolio management and investment advice to optimize client wealth accumulation and preservation - Stay updated on market trends, economic developments, and regulatory changes to offer timely advice - Build and maintain strong client relationships through regular communication and reviews of financial plans - Collaborate with internal teams to deliver holistic financial solutions to clients Required Qualifications: - Bachelor's degree in Finance, Business, Economics, or related field - Series 7 and Series 66 licenses or ability to obtain within 3 months of hire - Proven experience in financial planning, wealth management, or related field - Strong understanding of investment products, financial markets, and economic principles - Excellent communication skills with the ability to explain complex financial concepts clearly - Detail-oriented with strong analytical and problem-solving skills - Ability to work independently and as part of a team in a fast-paced environment Desired Skills: - Certified Financial Planner (CFP) designation - Master's degree in Finance or related field - Experience using financial planning software such as eMoney or MoneyGuidePro - Fluency in additional languages to cater to diverse clients - Track record of meeting or exceeding sales targets and client retention goals Compensation & Benefits: The annual salary range for the Financial Advisor position at Morningstar in Orlando, Florida is $70,000 to $90,000, commensurate with experience and qualifications. In addition to competitive compensation, Morningstar offers a comprehensive benefits package including health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts. How to Apply: To apply for the Financial Advisor position at Morningstar in Orlando, Florida, please submit your resume and a cover letter highlighting your relevant experience and qualifications via our company website's careers page. Qualified candidates will be contacted for further assessment and interviews. Thank you for considering a career with Morningstar.